CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.3B
AUM Growth
-$3.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,138
New
Increased
Reduced
Closed

Top Buys

1
+$275M
2
+$240M
3
+$55.1M
4
DHR icon
Danaher
DHR
+$54.6M
5
FTAI icon
FTAI Aviation
FTAI
+$53.3M

Top Sells

1
+$192M
2
+$154M
3
+$124M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$115M
5
MLM icon
Martin Marietta Materials
MLM
+$68.9M

Sector Composition

1 Technology 24.35%
2 Healthcare 13.41%
3 Financials 12.71%
4 Consumer Discretionary 8.4%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$253K ﹤0.01%
1,759
+152
927
$251K ﹤0.01%
+5,953
928
$250K ﹤0.01%
+797
929
$250K ﹤0.01%
+10,422
930
$249K ﹤0.01%
+11,204
931
$248K ﹤0.01%
+10,038
932
$248K ﹤0.01%
+6,250
933
$248K ﹤0.01%
+6,736
934
$246K ﹤0.01%
+2,850
935
$246K ﹤0.01%
10,884
936
$245K ﹤0.01%
+48,520
937
$244K ﹤0.01%
+5,315
938
$244K ﹤0.01%
2,100
+385
939
$243K ﹤0.01%
8,328
-5,581
940
$242K ﹤0.01%
+1,558
941
$242K ﹤0.01%
2,700
-563
942
$242K ﹤0.01%
+5,378
943
$242K ﹤0.01%
14,923
+400
944
$242K ﹤0.01%
+2,576
945
$241K ﹤0.01%
+1,918
946
$241K ﹤0.01%
+439
947
$240K ﹤0.01%
+6,965
948
$238K ﹤0.01%
8,672
-5,841
949
$238K ﹤0.01%
1,514
+24
950
$237K ﹤0.01%
+3,935
36 37
38
39 40